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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Toth Financial Advisory
2401
Toth Financial Advisory
Virginia
USD 299 M +USD 1.17 M +0.4% 0.17% 90.4% 127 14.96% 1.6
Meritech Capital Associates III
2402
Meritech Capital Associates III
California
USD 299 M +USD 65.1 M +28% 7.9% 135% 7 42.86% 1.6
VAM
2403
Visionary Asset Management
Texas
USD 299 M -USD 19.1 M -6% 1.26% 31.9% 123 26.02% 0.9
Pictet Bank & Trust
2404
Pictet Bank & Trust
Bahamas
USD 299 M +USD 37.2 M +14% 0.85% 82.7% 92 20.65% 1.1
CenturyLink Investment Management
2405
CenturyLink Investment Management
Colorado
USD 299 M -USD 4.24 M -1% 0.71% – 320 23.75% 1.2
Baker Ellis Asset Management
2406
Baker Ellis Asset Management
Washington
USD 298 M -USD 16.8 M -5% 2.1% 91.9% 260 3.85% 1.6
Savant Capital
2407
Savant Capital
Illinois
USD 297 M +USD 14.8 M +5% 0.89% 61.2% 219 8.68% 1.6
J.P. Marvel Investment Advisors
2408
J.P. Marvel Investment Advisors
Massachusetts
USD 297 M +USD 3.41 M +1% 2.42% 183% 84 3.57% 1.8
Samsung Asset Management (New York)
2409
Samsung Asset Management (New York)
New York
USD 297 M -USD 4.01 M -1% 0.84% 37.6% 85 25.88% 1.4
Hirtle Callaghan & Co
2410
Hirtle Callaghan & Co
Pennsylvania
USD 296 M +USD 117 M +65% 0.44% 58.1% 179 96.65% 0
EMR
2411
Errol M. Rudman
USD 296 M +USD 7.52 M +3% 6.11% 60.5% 45 6.67% 1.2
FBP
2412
Flippin Bruce & Porter
Virginia
USD 296 M +USD 6.3 M +2% 0.32% 44.4% 77 5.19% 1.8
Falcon Point Capital
2413
Falcon Point Capital
California
USD 296 M +USD 167 M +130% 0.56% 119% 128 17.97% 1.1
RRC
2414
Red Rocks Capital
Colorado
USD 296 M -USD 82.2 M -22% 1.56% – 19 0% 1
Harvey Capital Management
2415
Harvey Capital Management
Florida
USD 296 M +USD 23.5 M +9% 5.22% 147% 94 19.15% 1.2
Jackson Wealth Management
2416
Jackson Wealth Management
Florida
USD 296 M -USD 14.9 M -5% 1% 72.1% 128 28.13% 0.4
OFM
2417
Okumus Fund Management
Cayman Islands
USD 295 M -USD 162 M -35% 20.9% 8.26% 12 50% 0.8
Coliseum Capital Management
2418
Coliseum Capital Management
Connecticut
USD 295 M -USD 36.9 M -11% 3.1% 41.1% 8 0% 1.3
Monroe Bank & Trust
2419
Monroe Bank & Trust
Michigan
USD 295 M +USD 5.19 M +2% 0.96% 24.7% 333 9.01% 1
CDIA
2420
Capital Directions Investment Advisors
Georgia
USD 294 M -USD 8.35 M -3% 0.46% 7.53% 79 26.58% 1.8
HBK Sorce Advisory
2421
HBK Sorce Advisory
Pennsylvania
USD 294 M +USD 673 k +0.2% 0.39% 58.2% 230 36.09% 1.3
Canal Insurance Company
2422
Canal Insurance Company
South Carolina
USD 294 M -USD 2.59 M -0.9% 1.24% 114% 92 11.96% 1.7
Sunflower Bank Wealth Management
2423
Sunflower Bank Wealth Management
Arizona
USD 294 M -USD 10.4 M -3% 1.19% 33.7% 99 6.06% 1.8
Castle Creek Capital Partners IV
2424
Castle Creek Capital Partners IV
California
USD 294 M +USD 21.9 M +8% 2.67% 47.7% 11 0% 1.7
Dragoneer Investment Group
2425
Dragoneer Investment Group
California
USD 294 M +USD 77.4 M +36% 4.09% 77.3% 18 61.11% 0.2